Mutual fund mortality, 12B-1 fees, and the net expense ratio

Journal of Financial Research

Volumn 29, Issue 2, 2006, Pages 235-252

  Dukes, William P ^a   English II, Philip C ^a   Davis, Sean M ^b  

^a TEXAS TECH UNIVERSITY   (United States)

^b Congressional Joint Economic Committee ^*

Author keywords

[No Author keywords available]

Indexed keywords

EID: 33646267922     PISSN: 02702592     EISSN: 14756803     Source Type: Journal    
DOI: 10.1111/j.1475-6803.2006.00176.x     Document Type: Article

References (7)

1. Ferris, S. and D. Chance, 1987, The effect of 12b-1 plans on mutual fund expense ratios: A note, Journal of Finance 4, 1077-82.
2. Freeman, J., 1978, The use of mutual fund assets to pay marketing costs, Loyola University of Chicago Law Journal 9, 533-64.
3. MacLeod, R. and D. Malhotra, 1994, A re-examination of the effect of 12b-1 plans on mutual fund expense ratios, Journal of Financial Research 1, 231-40.
4. Malhotra, D. and R. MacLeod, 1997, An empirical examination of mutual fund expenses, Journal of Financial Research 20, 175-90.
5. Livingston, M. and E. O'Neal, 1998, The cost of mutual fund distribution fees, Journal of Financial Research 21, 205-18.
6. White, H., 1980, A heteroskedasticity-consistent covariance matrix estimator and a direct test for heteroskedasticity, Econometrica 48, 817-38.
7. Zhao, X., 2005, Exit decisions in the U.S. mutual fund industry, Journal of Business, 78, 1365-1402.